Nonprofit · EIN 20-7549709
MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION
Also known as A BRUCE OCONNOR TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $822,459 | $216,808 | $605,651 | $33,813,173 | $0 | $33,813,173 |
| December 31, 2024 | 990 | $7,170,325 | $191,611 | $6,978,714 | $33,207,532 | $0 | $33,207,532 |
| December 31, 2023 | 990 | $2,406,776 | $162,444 | $2,244,332 | $26,206,888 | $0 | $26,206,888 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $822,459
- Net gain from sales of assets
- $112,820
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $188,692
- Salaries, compensation and benefits (total)
- $188,692
- Professional fundraising fees
- $0
- Management and general (functional)
- $216,808
Balance sheet and other
- Total assets, start of year
- $33,207,532
- Total assets, end of year
- $33,813,173
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,813,173
- Publicly traded securities
- $32,929,906
- Gross receipts
- $3,910,427
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $188,692 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $166,512 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $150,090 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % MIDDLESEX WATER COABOCONNOR
- Signed the 990
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
Mission
PROVIDE MEDICAL AND PRESCRIPTION BENEFITS FOR THOSE EMPLOYEES OF THE COMPANY AND THEIR ELIGIBLE DEPENDENTS COVERED BY THE PLAN.
Program accomplishments
- PROVIDE MEDICAL AND PRESCRIPTION BENEFITS FOR THOSE EMPLOYEES OF THE COMPANY AND THEIR ELIGIBLE DEPENDENTS COVERED BY THE PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-7549709
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $33,813,173
- Income (IRS master file)
- $3,910,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $822,459 | $216,808 | $33,813,173 | IRS |
| 990 | December 2024 | $7,170,325 | $191,611 | $33,207,532 | IRS |
| 990 | December 2023 | $2,406,776 | $162,444 | $26,206,888 | XML |
| 990 | December 2022 | $2,091,206 | $125,637 | $23,960,068 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7549709).
Questions about MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION
- What is the EIN of MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION?
- The employer identification number (EIN) of MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION is 20-7549709.
- Is MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $188,692 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does MIDDLESEX WATER COMPANY VOLUNTARYEMPLOYEE BENEFICIARY ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $822,459, expenses of $216,808 and total assets of $33,813,173 at year end.
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